HomeMy WebLinkAbout97-00184
..
in
t:(
Lll
If)
It
:J
':t Sot
Of t::I
-
I ...
t.'"" i!
0- 0
r,r 'Z
I .! ,0
- I-
r1 ::\
2
. .e E
0 J;
2: ut ~
11'._- _-
ii W d5
, - ., .
~
I.~) II,', (I
IIt.I.I.590 H + (11.'111 'OR DAns 0' DIAlH AnlA 12/31/91 CHICK H
^~).IY~ INHERITANCE TAX RETURN ~o~::~u~:~Dlr ISCIAIMID []
.. 'i)fj~ RESIDENT DECEDENT rill NUMBIA
COMMQNWI,(ft. 01 ",,,m<VA"" (TO BE FILED IN DUPLICATE "'I
OfPA.RTMfNIOf R[V[NLlf III'--
H^""fJ:ld~o,:,!:"o"" WITH REGISTER OF WILLS) COI)WY COOl
, -.~I-~-~MmM1ititr~fmtr'-JND MI05rrrN1fl~LI--- - - -- ~.jfiferfJ{~jr $" {OMPllf( /I{i5flB.l--
~ nEr., nlll,!.Io,S !-: 1 fJ 1'''01,'11 '1'1"'" 1,,"11'
~ lJJ11WffiTNliM.1:f.._....._..~"---6A1!6'P'AI" "IDA""""III" Hollin'! ::prlwI", 1'10, 1'1()IU-'n
~_, __.JB...L;~~l.'!..!..~.__...--ll.~D..QL:~(.>.._ ___fUl 1.'.>..1 J '2..__. c'"~:t..... _J:'.JlmbeLl illlrL__.. __u
~c( ai, Original R,'urn [J 2. Suppl.m.n,al R,'urn 0 3. R.malnd" R.,u,"
~ _ "" (for dalel of death prior 10 12. I J.
~~lj 0 4, limited Ellote 040, Fuhuflln'er..' Compromhe 0 ,~. Federal Eltal. To.ll
:00 Ifor dar.. of d.alh aft.r 12.12,821 R.,urn R.qui,.d
u..... 0
::ca 0 6. Oecedent Died Testare 7, Decedent Maintained Cl living Trull _ 8, Total Number of Safll Oepolit Bo
c( . (Alla,h copy of Willi (Allach copy of TM" ._ ____.........
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIREC~W,
NAM - MPlETE MAiliNG ADDRESS. \6
Nancy p, Rea p, peacl1 1'ree Lane'"
,[[PHONl NU/oII!! 110 i 1 i ng Sp r i nCJs, P,p.~
I.U
--
I
'" 0-
w Z
.. w
.. 0
o z
u 0
..
z
o
3
::>
t:
..
15
w
"
I .1l ') L? 'i R :JJli.l =_
1. R.ol E,'al. (Sch.dul. AI I 11 NONE
2, Slack! and Band. (Schedul. BI I 21......NDNF:
3, Clollly H.ld Slack/Pann."hlp Int.rIlIISch.dul. C) I 3} ~O~I"
4, Mangag.. and Nal., Rec.ivabl. ISch.dul. 01 I 4} -.liQll.t-
5, Ca.h, 8ank D.pall" & Milc.llanoau. Po"anal Prap.nyl 51 ? qf>f>. 00
ISch.dul. EI
6, Jainlly Own.d Prap.ny ISch.dul. F} ( 6) --HQ!'iE
7, Trani'." 15ch.dul. G)ISch.dul. LI I 7} NI'lN"
8, TOlol Gron Anlll (lol"ll1nel 1.7)
9. Funeral Expensel, Administrative COlh, Miscellaneous
Exp.n... ISch.dule H)
10. D.b", MangaS. l'ablllll.., lion. (Schodul. II
11. TOlal D.ductlan. Ilalallin.. 9 & 101
12. Nor Valu. of E,lal. Illn. 8 mlnu. IIn. 111
13. Chari/obi. and Gav"nm.nlal B.qu.", ISch.dul. J)
14. Nor Valu. Subj.ct 10 Tax llin. 12 mlnu. Iln. 131
IQcfl
I RLl-
VlA~
NlJM
-rJ~
,f)
170<H-9710
''',
,1.
~
:.....
'.'1
)
,
,
'./1 (1
"'"
I 9}_.s...007
r;n
I 81 ., 96f, 00
Ill) 'i. nn7 'in
112} ;?, n 4 1 :; 0-
(l31 NONE
(l4)-.1.,ll41 .50-
o
20. If line 17 is greater rhon line 18. tlnler the difference on line 20. This illhe TAX DUE. 1201
A. Enter the inlere" on th.. bolanctl due on line 20A. (20AI
e. Enter the 10/01 III line 20 and 20A on lina 206. Thi, il the 8AlANCE DUE. 120Bl
Mak. Ch.ck Poyubl. to: Reg~_(Jf WillI, Agent
....... B~ SURE TO ANSWER AU QUUnONS ON REVERSE SIDE AND TO RECHECK MATH....
-, - - r------- .
Under penahi", of perjury, I d"dore 11'101 t hovl) ftll,omlned Inil rut\Jfn, includin~ occomponyin~l tchedulet ond "olementl, and 10 the bett of my knowledgll ond bill I
il i, Irtlft, correcl ond complele. I declare 11'101 all rflullutetn hat be.n feporh'o ot true markel volue. DedarClI:on of preparer olh.r than Ihe perlonal reprelentOllV{
baled on all information of which preporer ho' any knowlt'dg..
StGl'/"rURe Of PERSON R~SPONS/8Le fOR. fILtNGI(11~----):boijfT5--"~._._'._-'---_._--------- CAre
MF~;~~-~e~ o~~-ilr:4i~t~fN"iAli,tt --.1~-io~~1~~\) J-r..:l..'~~'--~J~:.__E1.kJl L~J_'~p_lLlij:;...-j~~_LlC.U___ B-Jr~'-~ll-L..'--.l..:l.'L
II 8}
1191 _.!L-
o
1I0}
NONE
z
o
I:
~
::>
..
:e
o
u
)(
;3
15. Amount of line 1.4 taxoble at 6% rate
(Includ. valull from Sch.dul. K or Sch.dul. M,)
16. Amaur.! of line 1 A taxable at 1 SOlo rot.
Ilnclud. valu.. from Sch.dul. K or Sch.dul. M,)
17, Principailox du.IAdd lax "am Iln. 15 and from Iln. 16.1
18. Credits Spousal Poverty Credir Prior Payments Di"olJnt
+ ----- +--- -
19, If lintl 18 is greater than line 17, enter the difference on lifle 19. This ilthl'l OVERPAYMENT.
aD
117}
liS}
_" .06 ~
1161
" ,IS =
Inlerelt
Chock h.re if you are requosting 0 relund 01 your overpayment.
~ SCHEDULE tt l
~ FUNERAL EXPENSES,
COMMONWW'tl m "NNmVAN" ADMINISTRATIVE COSTS AND
'Nm:~~~~fo'''c'!~m:'N MISCELLANEOUS EXPENSES PI.as. Print or TVp.
mAT~r- ~~_____~~~:~_.~____..__._ .m~~.rlnUMB"
ITEM N
NUMBER DESCRIPTIO
_____._.~_..~_____~.__..M
A. FUMral bp.ns...
U.....IIllU. ('''1
8.
AMOUNT
1.
Professional ServienB, fncllltloA and Equipment
Metal Sealer Casket (extra size)
Death Certificates (15)
Special memorlat cards
Westminster Memorial Oarnens burial ptot
B ['on ze memo rJ. a 1
Burial vault
2,285,00
t,690,OO
30,00
25,00
150,00
210,00
6t7,50
1.
Admlnlstratlv. Casts:
P."anal R.pr..enla!lve Com million.
Social Securlly Number of Perlanol Repro..nlallv",
Vear Commlulan. paid,
2.
Allorney Fe..
3.
Family Exemption
Claimanl
Addrou of Claimant al decedenl'. dealh
Slroel Addrou
Relationship .
Slate. Zip Code
City
4, Probale Fe..
C, Mllcellan.aul Exp,,,,,,,
1.
2,
3.
4,
5,
6.
7,
8,
TOTAL (Allo enler on line 9, Recapllulallon) S 5,007,50
__--L.
(If more spac. Is n..d.d, I,,"or' addltlo"al shilts of lam. II...)
I./..j !~))) 11'
BUREAU Of INDIVIDUAL TAMES
H.I::RIlAtofC[ UN nlVI~rOH
Df:PI. l.?60l
liARAIGIUfW, IIA 17128"0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTlcr Of INHERITANCE TAM
APPRAISEHrNT, ALLOWANCE, OR DISAI.LDWAHCE
01' DEDUCTIONS AND ASSESSNENT Of TAM
t<~~~~~~~~=~~~~t~~---l
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONO THIS LINE ... R!TAIN LOWER PORTION FOR YOUR RECORDS ....
iiEV: iSi;"-EX-Af'P" f 0:(:97"j- iloYi c E" -OF -YNHEiii T Ailc E - TAx" iippi\XisEi4EN:r;- m:owAHcE -oli.----- - - - -- - - - -.. --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DALLAS E FILE NO. n 97-0184 ACN 101
NANCY P REA
16 PEACH TREE LN
BOILING SPRINGS
DAT!
ESTATE OF
DATE OF DEATH
FILl NUMBER
COUNTY
ACN
PA 17007
ESTAT! OF REA
TA~ RETURH WAS I (X) ACCE~TED AS fILED
RESERVA~CONCERNI"G FUTURE INTEREST - SEE REVERSE-
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real E ..t.t. (Soh.dub A) (1 )
2. stock. and Bond. (Sch.dub B) (2)_
5. Clo..ly Held stock/Partnership Int.r.at (Schedule C) (5)
4. Kortg~../Not.. R~.lvabl. (Sohedul. DJ (4)
S. C.ah/Bank Dopa_it./HiIC. Par.onal Property (Schedule E) (5)
6. Jointly O...-d Property (Schedul. f) (6)
7. Tranlfarl (Schedule G) (7)
a. Tot.l A...t,
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fl~rAl Expen.../A~. Co.t./Hi.c. Exp~s.. (Schedule H) (9)
10. Debts/Hnrtgag. lJabiliti../Lie",. (Schedule Il (10)
11. Tetal D.ductlon.
12. ~t V.lu. of Tax Return
13. Charltebl./Govarnaent.l B~que.t. CSch.oul. J)
14. ....t V..lUll uf Eat.t. Subject to ra)(
NOTE:
05-26-97
REA
05-20-96
21 97"0184
CUM8ERLAND
101
) CHANGED
,00
.00
.00
,00
2.966.00
..J!..!l..
.00
(a)
5,007.50
.00
(11)
(12)
(15)
(14)
*
I'V-1141 U", CII-"I
DALLAS
E
DATE
05-26-97
NOTE I To in lure proper
or~lt to your account,
lubIIlt the upp.r portion
of th1. for. "Ith your
tax p.YMent.
2,966.00
0;,007...5.D...
2,041.50-
.00
2,041.:.~-
If an asse881l1ent wae iBBued preVioLllIly, lines 14, 15 and/or 16, 17 and 18 will
reflect figures tllat include the total of m returns HUBBsed to date.
ASSESSMENT OF TAX:
IS. A~t of Lin. 14 .t Spousal ret. (IS)
16. A.uunt of Lln. 14 taxable at lineal/CIa.. A rata (16)
17. AlItOtM\t of l1M 14 taxable at CoUataral,'Clae. 8 rate (11)
18. Principal Tax Du.
TAX CREDITS:
PAYHENT
DA"E
RECEIPT
NUl1BER
DISCDUNT (.)
INTEREST/PEN PAID (-)
.00
.00
.00
M .00,
M .06,
M .15.
ua)
.00
.00
.00
,00
TOTAL TAX CREDI7 .00
BALANCE OF TAX DUE .00
.INTEREST AND PEN..+___.__~.
TOTAL IIUE.L .00
. If PAID AfTER DATE INDICATED, SEE REVERSE
FDR CALCULATION Of ADDITIONAL INTEREST.
A/IClUHT PAID
If TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIRED.
If TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU NAY BE DUE
A REFUND. SEE REVERSE SIDE Df THIS fORN fOR INSTRUCTIONS,)
r'
1'\
, .
,; (. \'~
'J'
1','\
t.L
r~1
I
"-'1
,
r--
'j' ", \:h _'," 'j
RfIERYAllOHI(ltt~t.. of d.oedent'~ on or before OM....' U, 1,er ..- if any future tnt.r..t In t". Irtllte I, trll"lf.rrtld
In po....IJon or ~JD~t to el,.. a (co11,t,re1) btnIflol.rl.~ of the d$oedlnt .ft,r tht 'KPlr~tlon of In~ I.tate for
lift or for Vlar., the C~.lth ~rebv expr...ly rlt.rv.. the right to ippr,J.. Ind ...... trln,f., Inhlrlt~. 11M"
.t the IMlful ell.. I (ool1.t.rel) r.t. on MY lvoh tutur. lnterut.
PURPOSE Of'
NOTICE I
PAYMENTl
REFUND (CNII
OBJliECTJONSI
ADMIN
ISTAATJYE
CORRECT IONi I
OISCOlIITI
PENAL TV I
INYERfSTI
To fulfJll ttw r.qulr...,t, l'lf Section 2140 of the Im-rlt-ncl WId E,ht, TIM Act, Aot 21 of 1"5. (12 P.S,
SeotJon 91"0),
Deteoh tM top portion of thh HotIel and JubIIlt with your PUlPlint to tha Rqltt.r of Willi prlntlKt on the ,.vlru ,I..
--..... ot~k or iIIOMY arMr plvebl, tOI REGISTER Of' MILLS, AOtHT
Ii r.fund of . tilt (!r~1t~ which Wilt not r.que.ted on tM Tax R.turn, ..y tMI rftqu..tlKt by cOtIPI.Ung .n "Appl1o.Uon
for Refund of Penn.ylvenl. lnn.rltltnu end E.tat. Ie)!" (REV-Un). Appllo.Uon. .r. .....l1lble .t the Office
of the A..htllr of WUh, fillY of the 1.S R....enuM Distrlot Offlu., Of' by clIlllnll the .peel.l 24~hour
.,lhMIrlng ..rvlc. ~r. tor tor.. orderingl In Penn'lflv...le l.aOO-S6Z-ZOS0, DUtlldIi PenntYlv~llf and
withl" 1001I1 "'rrllburl ara. (717) 787.80~, TOOf (717) 772-2152 (H..rlf\il IlIpllrltd Only).
Any p8rty In Intlr..t rwt .atllfl.o with the apprlll....nt, 8UOtif.w:e or dl"UOWMWIII of deduction., or .........t
of tax <Including dhcnunt or l",hr..t} III .hown on thh Notice 1II1.t objeoct within .IMb (60) GtIY' of r"fllpt of
thlt Hotlu uy:
-~w;1tt." prot..t to the PA DepartHflt of RIVIII'M.MI, IDera of Appelh, Dept. 281021, Hlrrlaborlil, PA 17121~1021, OR
M~III.ctlon tu hlv. the aattlr cHit.r.lnMt at 1lUd1t of tn. -.ccount of the parlOfllll rllPr......t.t1...I, OR
~-....,..I to the Orphen.' Coort.
Factual art.o,'. dllc(lvar.d on thh a.....Mnt .hould btI Mklr.utd In writing tOt fl" Dep~rtll."t of Revenue,
Sur.eu of Individual Tax.., AnNI po.t "......ent R.vl.... Unit, OIllP1:. 280601, Uarrhburlil, PA 17128~0601
Phone (717) 7a7~650S. Saa pag. 5 01 the bookl.t "In.tructlon. for Inh.rltlf~' Tlx Raturn for I RI.'d."t
o.cMMlnt" (REV~1501,l far IItl expler,aUon of ad.tlnhtrltlv.1y corr~tabl. errorl.
If MY tflM dutI It pllld within thr.. (]) calendar fIOOth. lifter the ct.(:ilCMnt'l d..th, II flv. ~rcent (5;0 discount of
tho tllM p8id Is all~.
The 15;( taM ..ne.ty non"parUolpaUorl penalty it coeputed em the totll of the tllX and Intere.t au.Ued, ... not
Pille! before JlVIUary 18, 1996, the flrlt Ilay afhr thre tlOd cf the ta.lt IllIOQlty period. Thtl non~Plrtlclp.tlon
pen.lty It app..labla In tho IBM .anner 8M In the the .... U.. plriod a. yoo would l'If'lP..l tM tlM and Int.r..t
t;het hor been ftltllled a. ind!cnted on thl. noUcCi.
Inter..t h tMrgod beginning with flrlt day of dtllnquftOCY, cr nln. (9) IIOnth. and OM (1) day fro. thlt dati of
death, to the deta of paY'nnt. fa)!.. which ban.. lMlinquent beforCi January I, 1911 bear (nt.r..t at the r.t. of
.he (6;:) paro.nt p.r MVlUIl CIl<lUJot.rJ at " dally rllt..,f .OOOl6't. All tl!I)!.. wIlle:h bee... lMlInqu."t on IWKl .fhl'
Janu.r~ 1, 1982 will be"r Int.r..t at II rate which will vlry fro~ caltnd8r year to nalendar ye.r with that rat.
announced by thlt PA Departunt of Rev.nu.. lhe IIj)plloabh Int.r..t rllt.. for 198Z through 1"7 Ir.1
X!!! tntera.t Rate Ualh I",ter..t Foetor Y.!!r Int_rut Rat. Oalh' Int.r..t FftOtor
nlz 20;: .0005'" 19&7 OX ,000247
Ita! 16~ .0004l8 19811-1"1 11;( .000301
19M 11;: .00UlOl 19" 'X .000241
1915 m .000]5-6 1993-1994l n .0OOI9?
I'" 10;( .1100274 1995-1997 'X .QOO?47
~~Int.r..t 11 ollofJhhd II follow'l
INTEREST = BALAHCE OF TAK UNPAID K NU"BER OF DAYS DELINQUENT K DAILY INTEREST FACTOR
--Any Hotlo. luued .fter the tllM baoOllll. dal1nqullf'lt dll ref1.ct al"! Interut calculaUon to fiftHr'l (15) day.
bayond thti dtt. of the ".......,,1;. If plly..,t It ... aftur thll Intlr..t (lOllPUtlUon dlta Ihown on the
Notice, Itddlt1ont11 Int.rll.t ...nit bl calculated.
-:;-_.'-1!!""--.'. .--..,-.~.'-11 ~ ..n.~, "'r'''',
I
I
I
I
i
I
I
I
....-i,;,
...--4 ( ~
'1'1 1 C'~I;:
." '-1 'I' 1 U"l~-~
'"
"
"
Ii
~~..
I:'
, :l.
,
..
,.,
(.1:1
(/l
p
0
tD
... t"-
~ <Xl
P ""
0 ""
U I
(Y)
Ul;'< ,,,,
..:1"" 0 4-!
..:1~ 0< t"-
H Ul.....
Ii; 0
U(.I:I
~ Ul ...:
..II o~g '"
CJ ~"" pO ~1
c:J (.1:1,..' E-< ..:1
E-<~~ Ul
.." Ul (.1:1 P ,~
c:J HP10 ,.:\
~ ~~U ~
...:
:r j:<U..... U
:r
.."
!U
n. !~
o <Ii
fl F',
.t;' .~':
~ ~~
I
t"-
O
o
r-
.....
~~
...:
"':..:1 Ul
(.1:1 ~
po: (.1:1 Z
(.I:IH
'" P' t:l'
""'P-<
i>' Ul
U::r:
zu ~
o<t:.r Z
Z~ H
reo-'
Ul H
f:l!\D 0
~. r-l ID
N t. ':C
q.:-? 7",10.:
,.) ,-"
c..
.
"=l' )
.- . ,~ .,
~ ,
t.
,,) I,'
,- o~
p' r
\1 /'{'
.........
~
lr-t-"!'
I
, I
, '~k'
;-'
,:'
I